Genus Capital Management’s Merck MRK Stock Holding History

Genus Capital Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4M	Buy	102,986 +47,533	+86%	+$5.49M	1.42%	20
2025 Q4	$5.84M	Buy	+55,453	New	+$5.21M	0.68%	52
2025 Q3	–	Sell	-2,554	Closed	-$202K	–	214
2025 Q2	$202K	Sell	2,554 -1,305	-34%	-$104K	0.03%	177
2025 Q1	$346K	Buy	+3,859	New	+$360K	0.05%	151
2024 Q2	–	Sell	-169,601	Closed	-$21.8M	–	320
2024 Q1	$22.4M	Buy	+169,601	New	+$20.9M	2.91%	3
2023 Q4	–	Sell	-204,434	Closed	-$21.2M	–	315
2023 Q3	$21M	Buy	204,434 +37,834	+23%	+$4.08M	3.31%	3
2023 Q2	$19.2M	Buy	+166,600	New	+$18.9M	2.83%	3

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genus Capital Management's MRK Position: Q1 2026 in Review

Genus Capital Management increased its Merck (MRK) stake by 86% in Q1 2026, buying an estimated $5.49M and bringing the position to 102,986 shares worth $12.4M. The position accounts for 1.42% of the portfolio, ranked #20.

Genus Capital Management first reported a position in MRK in Q2 2023 and has held it in 7 quarters since. The position peaked at $22.4M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Genus Capital Management held 102,986 shares of Merck worth $12.4M as of Q1 2026.
Genus Capital Management bought 47,533 Merck shares in Q1 2026, an estimated $5.49M.
Merck made up 1.42% of Genus Capital Management's portfolio in Q1 2026, its #20 holding.
Genus Capital Management first reported a position in Merck in Q2 2023 and has held it in 7 quarters since.
Genus Capital Management's Merck position peaked at $22.4M in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.